Do I Need a Will?

"Do I Need a Will?" — with Brittany Boma, Estate Planning Attorney & Financial Advisor

In this segment, Geil Thompson sits down with Brittany Boma — Chief Compliance Officer and Principal at Joseph Wealth Management, and an attorney with a background in estate planning — to answer one of the most common questions clients ask: Do I actually need a will?

Brittany brings a rare dual perspective to the conversation, combining legal expertise in estate matters with hands-on experience in financial planning and wealth management. In this discussion, she breaks down the basics of estate planning, who actually needs a will (hint: more people than you'd think), what happens if you don't have one, and how a well-structured estate plan fits into your broader financial picture.

Whether you're just starting to think about your estate or looking to make sure your existing plan is in good shape, this conversation offers practical, clear guidance to help you protect what matters most.

At Joseph Wealth Management, we believe financial clarity starts with the right conversations — this is one of them.

Whether you're just starting or scaling, Joseph Wealth Management can help. Book your consultation at JosephWealthManagement.com or call 800-807-2881.